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JFrog Ltd（FROG）与Planet Labs PBC（PL）财务数据对比。点击上方公司名可切换其他公司
JFrog Ltd的季度营收约是Planet Labs PBC的1.8倍（$145.3M vs $81.3M），JFrog Ltd净利率更高（-10.5% vs -72.8%，领先62.4%），Planet Labs PBC同比增速更快（32.6% vs 25.2%），JFrog Ltd自由现金流更多（$49.9M vs $1.9M），过去两年JFrog Ltd的营收复合增速更高（20.4% vs 17.5%）
JFrog Ltd是全球知名的DevOps技术服务商，面向科技、金融、零售、制造等多个行业客户，提供全链路软件发布、制品管理与安全解决方案，助力企业简化云、本地及混合部署环境下的应用开发与交付流程。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
FROG vs PL — 直观对比
营收规模更大
FROG
是对方的1.8倍
$81.3M
营收增速更快
PL
高出7.4%
25.2%
净利率更高
FROG
高出62.4%
-72.8%
自由现金流更多
FROG
多$48.0M
$1.9M
两年增速更快
FROG
近两年复合增速
17.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $145.3M | $81.3M |
| 净利润 | $-15.2M | $-59.2M |
| 毛利率 | 77.9% | 57.3% |
| 营业利润率 | -14.7% | -22.6% |
| 净利率 | -10.5% | -72.8% |
| 营收同比 | 25.2% | 32.6% |
| 净利润同比 | 34.4% | -194.7% |
| 每股收益（稀释后） | $-0.13 | $-0.19 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FROGPL
| Q4 25 | $145.3M | $81.3M | ||
| Q3 25 | $136.9M | $73.4M | ||
| Q2 25 | $127.2M | $66.3M | ||
| Q1 25 | $122.4M | $61.6M | ||
| Q4 24 | $116.1M | $61.3M | ||
| Q3 24 | $109.1M | $61.1M | ||
| Q2 24 | $103.0M | $60.4M | ||
| Q1 24 | $100.3M | $58.9M |
净利润FROGPL
| Q4 25 | $-15.2M | $-59.2M | ||
| Q3 25 | $-16.4M | $-22.6M | ||
| Q2 25 | $-21.7M | $-12.6M | ||
| Q1 25 | $-18.5M | $-35.2M | ||
| Q4 24 | $-23.2M | $-20.1M | ||
| Q3 24 | $-22.9M | $-38.7M | ||
| Q2 24 | $-14.3M | $-29.3M | ||
| Q1 24 | $-8.8M | $-30.1M |
毛利率FROGPL
| Q4 25 | 77.9% | 57.3% | ||
| Q3 25 | 77.4% | 57.6% | ||
| Q2 25 | 76.3% | 55.2% | ||
| Q1 25 | 75.3% | 62.1% | ||
| Q4 24 | 75.4% | 61.2% | ||
| Q3 24 | 75.0% | 52.9% | ||
| Q2 24 | 78.8% | 52.4% | ||
| Q1 24 | 79.5% | 55.2% |
营业利润率FROGPL
| Q4 25 | -14.7% | -22.6% | ||
| Q3 25 | -15.8% | -24.5% | ||
| Q2 25 | -20.4% | -34.4% | ||
| Q1 25 | -18.8% | -31.5% | ||
| Q4 24 | -21.9% | -36.9% | ||
| Q3 24 | -27.4% | -64.8% | ||
| Q2 24 | -18.6% | -57.2% | ||
| Q1 24 | -16.6% | -57.6% |
净利率FROGPL
| Q4 25 | -10.5% | -72.8% | ||
| Q3 25 | -12.0% | -30.8% | ||
| Q2 25 | -17.0% | -19.1% | ||
| Q1 25 | -15.1% | -57.1% | ||
| Q4 24 | -20.0% | -32.8% | ||
| Q3 24 | -21.0% | -63.3% | ||
| Q2 24 | -13.9% | -48.5% | ||
| Q1 24 | -8.8% | -51.1% |
每股收益（稀释后）FROGPL
| Q4 25 | $-0.13 | $-0.19 | ||
| Q3 25 | $-0.14 | $-0.07 | ||
| Q2 25 | $-0.19 | $-0.04 | ||
| Q1 25 | $-0.16 | $-0.12 | ||
| Q4 24 | $-0.21 | $-0.07 | ||
| Q3 24 | $-0.21 | $-0.13 | ||
| Q2 24 | $-0.13 | $-0.10 | ||
| Q1 24 | $-0.08 | $-0.10 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $704.4M | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $887.4M | $349.6M |
| 总资产 | $1.3B | $1.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资FROGPL
| Q4 25 | $704.4M | $443.3M | ||
| Q3 25 | $651.1M | $181.1M | ||
| Q2 25 | $611.7M | $133.5M | ||
| Q1 25 | $563.5M | $118.0M | ||
| Q4 24 | $522.0M | $139.0M | ||
| Q3 24 | $467.8M | $148.3M | ||
| Q2 24 | $591.3M | $107.4M | ||
| Q1 24 | $579.6M | $83.9M |
股东权益FROGPL
| Q4 25 | $887.4M | $349.6M | ||
| Q3 25 | $859.4M | $435.7M | ||
| Q2 25 | $826.5M | $444.8M | ||
| Q1 25 | $800.0M | $441.3M | ||
| Q4 24 | $773.5M | $464.6M | ||
| Q3 24 | $756.2M | $473.2M | ||
| Q2 24 | $721.4M | $500.3M | ||
| Q1 24 | $707.8M | $518.0M |
总资产FROGPL
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $696.4M | ||
| Q2 25 | $1.2B | $658.4M | ||
| Q1 25 | $1.2B | $633.8M | ||
| Q4 24 | $1.1B | $630.8M | ||
| Q3 24 | $1.1B | $658.4M | ||
| Q2 24 | $1.0B | $674.6M | ||
| Q1 24 | $997.1M | $702.0M |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $50.7M | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $49.9M | $1.9M |
| 自由现金流率自由现金流/营收 | 34.3% | 2.3% |
| 资本支出强度资本支出/营收 | 0.6% | 32.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $142.3M | $40.7M |
8季度趋势，按日历期对齐
经营现金流FROGPL
| Q4 25 | $50.7M | $28.6M | ||
| Q3 25 | $30.2M | $67.8M | ||
| Q2 25 | $36.1M | $17.3M | ||
| Q1 25 | $28.8M | $-6.3M | ||
| Q4 24 | $49.1M | $4.1M | ||
| Q3 24 | $27.6M | $-7.9M | ||
| Q2 24 | $16.7M | $-4.3M | ||
| Q1 24 | $17.5M | $-6.8M |
自由现金流FROGPL
| Q4 25 | $49.9M | $1.9M | ||
| Q3 25 | $28.8M | $47.5M | ||
| Q2 25 | $35.5M | $9.2M | ||
| Q1 25 | $28.1M | $-17.9M | ||
| Q4 24 | $48.5M | $-3.6M | ||
| Q3 24 | $26.7M | $-23.0M | ||
| Q2 24 | $16.0M | $-14.2M | ||
| Q1 24 | $16.6M | $-15.7M |
自由现金流率FROGPL
| Q4 25 | 34.3% | 2.3% | ||
| Q3 25 | 21.0% | 64.7% | ||
| Q2 25 | 27.9% | 13.9% | ||
| Q1 25 | 23.0% | -29.1% | ||
| Q4 24 | 41.8% | -5.8% | ||
| Q3 24 | 24.5% | -37.6% | ||
| Q2 24 | 15.5% | -23.6% | ||
| Q1 24 | 16.6% | -26.7% |
资本支出强度FROGPL
| Q4 25 | 0.6% | 32.9% | ||
| Q3 25 | 1.0% | 27.6% | ||
| Q2 25 | 0.5% | 12.3% | ||
| Q1 25 | 0.5% | 18.9% | ||
| Q4 24 | 0.5% | 12.5% | ||
| Q3 24 | 0.9% | 24.8% | ||
| Q2 24 | 0.7% | 16.4% | ||
| Q1 24 | 0.8% | 15.1% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FROG
暂无分部数据
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
